Private Trust Company’s The Shyft Group SHYF Stock Holding History

Private Trust Company’s Portfolio SHYF Stock Details SHYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-200	Closed	-$1.62K	–	2570
2025 Q1	$1.62K	Buy	+200	New	+$2.15K	﹤0.01%	2296
2023 Q4	–	Sell	-165	Closed	-$2.47K	–	2419
2023 Q3	$2.47K	Hold	165	–	–	﹤0.01%	2080
2023 Q2	$3.64K	Hold	165	–	–	﹤0.01%	1969
2023 Q1	$3.75K	Hold	165	–	–	﹤0.01%	1940
2022 Q4	$4K	Hold	165	–	–	﹤0.01%	1884
2022 Q3	$3K	Buy	165 +25	+18%	+$583	﹤0.01%	1828
2022 Q2	$3K	Buy	+140	New	+$3.43K	﹤0.01%	1900

Other funds holding SHYF

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

Private Trust Company's SHYF Position: Q2 2025 in Review

Private Trust Company sold out of The Shyft Group (SHYF) in Q2 2025, closing a stake of 200 shares — an estimated $1.62K sold.

Private Trust Company first reported a position in SHYF in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q4 2022. 129 funds tracked by Wall St. Rank hold SHYF as of Q2 2025.

Private Trust Company reported no remaining The Shyft Group position as of Q2 2025 after selling out during the quarter.
Private Trust Company sold 200 The Shyft Group shares in Q2 2025, an estimated $1.62K.
Private Trust Company first reported a position in The Shyft Group in Q2 2022 and held it in 7 quarters.
Private Trust Company's The Shyft Group position peaked at $4K in Q4 2022.
129 funds tracked by Wall St. Rank held The Shyft Group as of Q2 2025.

Based on Private Trust Company's 13F filing for Q2 2025, filed 29 Jul 2025.